Bruce Patterson
Bruce Patterson is a ChFC-designated registered investment advisor at Harbour Investments, INC., based in Fort Wayne, IN, with 46 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
9921 Dupont Circle Dr W, Suite 300, Fort Wayne, IN, 46825
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bruce volunteers as a basketball coach for Gym Rats Indiana and Churubusco High School, and also as a bookkeeper for EDMBG LLC and SEL LLC. He also has a real estate license and could sell real estate, is a registered advisor with Venture Wealth Advisors, is an independent insurance agent, and is a member of JP3 LLC which owns student housing rented by his grandson and his teammates.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Securities America, INC.Broker
Fintegra, LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Compass Financial Advisors LLC
Mutual Service CorporationBroker
Vestax Securities Corporation
Vestax Securities CorporationBroker
Linsco/private Ledger CORP.Broker
Ing America Equities, INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.